Client Operations Support Analyst I

Jobtailor

London Grove (PA)

On-site

USD 42,000 - 62,000

Full time

14 days+

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Job summary

Jobtailor is seeking an Operations Support Specialist in Pennsylvania to handle daily workflows and cash distribution transactions with precision. You will create, validate, and monitor cash orders and OSRs, and issue courier notices while coordinating with couriers, vault providers, and customers.

The role requires 1–3 years in operational support or banking operations, strong attention to detail, and proficiency with Microsoft Outlook and Excel to manage high-volume tasks and maintain service

Qualifications

Associate degree preferred or equivalent work experience.
1-3 years of operational support, banking operations, cash logistics, customer service, or related experience is preferred.
Experience utilizing multiple systems and processing high-volume transactions is preferred.
Knowledge of operational processing, transaction management, and customer support functions.
Strong attention to detail and accuracy.
Ability to manage multiple priorities in a fast-paced production environment.
Working knowledge of Microsoft Outlook, Excel, and business applications.
Strong organizational and time-management skills.
Ability to follow established procedures and identify operational exceptions.
Effective written and verbal communication skills.

Responsibilities

Process daily operational workflows and transactions supporting Cash Distribution services.
Create, validate, and manage Cash Orders to ensure accurate fulfillment and funding.
Process and monitor Off-Schedule Requests (OSRs) and communicate status updates to appropriate stakeholders.
Generate and distribute Courier Notices related to schedule changes, or customer requests.
Process daily courier date file and verify data accuracy within operational systems.
Maintain and manage inventory discrepancies.
Monitor operational queues, service requests, and production reports to ensure timely completion of assigned tasks.
Escalate exceptions, processing errors, and operational risks to management when appropriate.
Create and maintain operational documentation supporting audit and compliance requirements.
Collaborate with internal departments, couriers, vault providers, and customers to support daily operations.
May assist in training and cross-training team members as needed.
Deliver exceptional customer support through timely and accurate responses.
Maintain positive working relationships with internal and external stakeholders.
Ensure operational requests are completed within established service standards.
Communicate effectively with customers, couriers, vendors, and internal business partners.
Provide updates regarding operational requests and service issues.
Maintain professional communications through phone and email correspondence.

Skills

Operational Support

Transaction Management

Customer Service

Attention to Detail

Microsoft Excel

Education

Associate degree or equivalent

Tools

Microsoft Outlook

Business Applications

Job description

Process daily operational workflows and transactions supporting Cash Distribution services
Create, validate, and manage Cash Orders to ensure accurate fulfillment and funding
Process and monitor Off-Schedule Requests (OSRs) and communicate status updates to appropriate stakeholders
Generate and distribute Courier Notices related to schedule changes, or customer requests
Process daily courier date file and verify data accuracy within operational systems
Maintain and manage inventory discrepancies
Monitor operational queues, service requests, and production reports to ensure timely completion of assigned tasks
Escalate exceptions, processing errors, and operational risks to management when appropriate
Create and maintain operational documentation supporting audit and compliance requirements
Collaborate with internal departments, couriers, vault providers, and customers to support daily operations
May assist in training and cross-training team members as needed
Deliver exceptional customer support through timely and accurate responses
Maintain positive working relationships with internal and external stakeholders
Ensure operational requests are completed within established service standards
Communicate effectively with customers, couriers, vendors, and internal business partners
Provide updates regarding operational requests and service issues
Maintain professional communications through phone and email correspondence

Requirements

Associate degree preferred or equivalent work experience
1-3 years of operational support, banking operations, cash logistics, customer service, or related experience is preferred
Experience utilizing multiple systems and processing high-volume transactions is preferred
Knowledge of operational processing, transaction management, and customer support functions
Strong attention to detail and accuracy
Ability to manage multiple priorities in a fast-paced production environment
Working knowledge of Microsoft Outlook, Excel, and business applications
Strong organizational and time-management skills
Ability to follow established procedures and identify operational exceptions
Effective written and verbal communication skills

Core Competencies

Demonstrates expertise in operational workflows, transaction management, and customer support within cash distribution services. Proficient in maintaining accuracy and compliance while managing multiple priorities in a fast-paced environment.

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